Civic Intelligence

Positive Wellness Alliance

990 • Fiscal year 2015 • EIN 56-1885607

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 07, 2016

Organization Profilewww.positivewellnessalliance.org
P O Box 703Lexington, NC 27293-0703

(336) 248-4646

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

63rd percentile

0.13x

Higher debt load relative to assets than 63% of similar nonprofits.

2015 filings • NTEE E • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

51st percentile

0.04x

Higher debt load relative to revenue than 51% of similar nonprofits.

2015 filings • NTEE E • $500k-$1M nonprofits • Source year 2015

Net Margin

35th percentile

-0.4%

Higher net margin than 35% of similar nonprofits.

2015 filings • NTEE E • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

63rd percentile

$41,915

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 8.5% of source-year revenue.

2015 filings • NTEE E • $500k-$1M nonprofits • Source year 2015

Asset Growth

48th percentile

0.8%

Faster asset growth than 48% of similar nonprofits.

2015 filings • NTEE E • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

36th percentile

-4.1%

Faster revenue growth than 36% of similar nonprofits.

2015 filings • NTEE E • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets63rd percentile

Assets

$161,986

No earlier filing loaded for comparison.

Net Assets

$140,789

No earlier filing loaded for comparison.

Liabilities

$21,197

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin35th percentile

Revenue

$493,109

No earlier filing loaded for comparison.

Expenses

$494,838

No earlier filing loaded for comparison.

Net Income

-$1,729

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2015: $161,986Liabilities 2015: $21,197Net Assets 2015: $140,7892015Assets 2016: $210,000Liabilities 2016: $28,963Net Assets 2016: $181,0372016Assets 2017: $222,232Liabilities 2017: $84,472Net Assets 2017: $137,7602017Assets 2018: $529,802Liabilities 2018: $60,056Net Assets 2018: $469,7462018Assets 2019: $1,030,398Liabilities 2019: $53,008Net Assets 2019: $977,3902019Assets 2020: $947,296Liabilities 2020: $31,081Net Assets 2020: $916,2152020Assets 2021: $880,884Liabilities 2021: $44,611Net Assets 2021: $836,2732021Assets 2022: $797,512Liabilities 2022: $14,808Net Assets 2022: $782,7042022Assets 2023: $554,393Liabilities 2023: $203,813Net Assets 2023: $350,5802023Assets 2024: $328,065Liabilities 2024: $158,418Net Assets 2024: $169,6472024

Highlighted filing

2015

Assets$161,986
Liabilities$21,197
Net Assets$140,789
Open 2015 Filing

Operations Trend

Revenue Growth36th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $493,109Expenses 2015: $494,838Net Income 2015: -$1,7292015Revenue 2016: $593,267Expenses 2016: $553,019Net Income 2016: $40,2482016Revenue 2017: $1,025,397Expenses 2017: $1,068,674Net Income 2017: -$43,2772017Revenue 2018: $1,983,112Expenses 2018: $1,651,126Net Income 2018: $331,9862018Revenue 2019: $2,219,301Expenses 2019: $1,711,629Net Income 2019: $507,6722019Revenue 2020: $2,300,755Expenses 2020: $2,361,930Net Income 2020: -$61,1752020Revenue 2021: $2,128,282Expenses 2021: $2,208,224Net Income 2021: -$79,9422021Revenue 2022: $2,392,254Expenses 2022: $2,445,823Net Income 2022: -$53,5692022Revenue 2023: $2,063,982Expenses 2023: $2,496,108Net Income 2023: -$432,1262023Revenue 2024: $2,005,688Expenses 2024: $2,186,622Net Income 2024: -$180,9342024

Highlighted filing

2015

Revenue$493,109
Expenses$494,838
Net Income-$1,729
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 7, 2016
Return Version
2015v2.1
Gross Receipts
$500,334
Mission and Program Overview

Mission

Our programs alleviate suffering, dispel ignorance, and reach out to all members of our community, regardless of race, religion, or gender. We bring together, local, state, and federal programs and our talented staff, dedicated volunteers, and generous donors to provide integrated care to our clients.

Positive Wellness Alliance provides services and support to people infected with and affected by HIV/AIDS through case management, outreach, and prevention education in Davidson, Davie, Forsyth, Iredell, Rowan, and Yadkin counties.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$102,882$108,498▲ $5,616
Accounts Receivable$57,881$53,488▼ $4,393
Total Assets$160,763$161,986▲ $1,223
Liabilities
Accounts Payable and Accrued Expenses$18,245$21,197▲ $2,952
Total Liabilities$18,245$21,197▲ $2,952
Net Assets / Fund Balance
Unrestricted Net Assets$142,518$140,789▼ $1,729
Total Net Assets Fund Balance$142,518$140,789▼ $1,729
Total Liabilities and Net Assets / Fund Balance$160,763$161,986▲ $1,223
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie MeyerExecutive DirectorFT$39,448$2,467$41,915

Board Members and Trustees

NameTitle
Jo DeLosSantosBoard Chair
Ruth HeleinBoard Member
Ryan JonesBoard Member
Tim PerryBoard Member
Whitney BrooksBoard Member
Courtney CrowsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$288,422
Program Service Revenue
$198,609
Investment Income
$0
Other Revenue
$6,078
All Other Contributions
$41,770
Change in Net Assets
$-1,729
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$343,373
Salaries, Compensation, and Employee Benefits$151,465
Total Fundraising Expense$18,994
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$62,963$17,989$8,995$89,947
Current Officers, Directors, Trustees, and Key Employees$27,613$7,890$3,945$39,448
Payroll Taxes$12,135$1,332$1,332$14,799
Office Expenses$4,616$1,986$1,986$8,588
Pension Plan Contributions-$7,271-$7,271
Insurance$5,718$827$345$6,890
Travel$2,481$1,031$305$3,817
Other Expenses$1,979$487$487$2,953
Fees for Services Accounting-$2,100-$2,100
All Other Expenses$241$512$33$786
Total Functional Expenses$430,736$45,108$18,994$494,838
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$13,303
Fundraising Direct Expenses$7,225
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

“The organization has a review conducted and once the 990 is prepared it is then given to the Board of Directors for review.”

Form 990, Part VI, Section B, line 12C

“The Board of Directors is required to comply with the handbook of board governance and disclose any conflicts of interest annually.”

Form 990, Part VI, Section C, line 18

“Financial information is made available to the public upon request and on GuideStar.org.”

Form 990, Part VI, Section C, line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available at its office to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Positive Wellness Alliance
EIN
56-1885607
Phone
3362484646
Address
P O Box 703, Lexington, NC 27293-0703

Signing Officer

Name
Julie Meyer
Title
Executive Director
Phone
3362484646
Signed
2016-07-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Meyer
Formed
1992
Legal Domicile
Nc
Voting Board Members
6
Independent Board Members
6
Employees
5
Volunteers
10

Preparer

Firm
Turlington and Company LLP
Address
PO Box 1697, Lexington, NC 27293-1697
Preparer
Matthew Copley
Phone
3362496856
Supplemental Narrative

Additional Explanations

Page 12, Part XII, Line 2C

“The Board's oversight process did not change during the year.”

Raw XML Appendix368 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization has a review conducted and once the 990 is prepared it is then given to the Board of Directors for review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board of Directors is required to comply with the handbook of board governance and disclose any conflicts of interest annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Financial information is made available to the public upon request and on GuideStar.org.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization makes its governing documents, conflict of interest policy, and financial statements available at its office to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Board's oversight process did not change during the year.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Page 12, Part XII, Line 2c
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0160763
IRS990/TotalAssetsEOYAmt0161986
IRS990/TotalAssetsGrp/BOYAmt0160763
IRS990/TotalAssetsGrp/EOYAmt0161986
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0288422
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt018994
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt045108
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0430736
IRS990/TotalFunctionalExpensesGrp/TotalAmt0494838
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt018245
IRS990/TotalLiabilitiesEOYAmt021197
IRS990/TotalLiabilitiesGrp/BOYAmt018245
IRS990/TotalLiabilitiesGrp/EOYAmt021197
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0142518
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0140789
IRS990/TotalOtherCompensationAmt02467
IRS990/TotalProgramServiceExpensesAmt0430736
IRS990/TotalProgramServiceRevenueAmt0198609
IRS990/TotalReportableCompFromOrgAmt039448
IRS990/TotalRevenueGrp/ExclusionAmt06078
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0198609
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0493109
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0160763
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0161986
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt0305
IRS990/TravelGrp/ManagementAndGeneralAmt01031
IRS990/TravelGrp/ProgramServicesAmt02481
IRS990/TravelGrp/TotalAmt03817
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0142518
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0140789
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0P O Box 703
IRS990/USAddress/CityNm0Lexington
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd0272930703
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0http://www.positivewellnessalliance.org/
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Julie Meyer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum03362484646
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Positive Wellness Alliance
ReturnHeader/Filer/BusinessNameControlTxt0POSI
ReturnHeader/Filer/EIN0561885607
ReturnHeader/Filer/PhoneNum03362484646
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 703
ReturnHeader/Filer/USAddress/CityNm0Lexington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0272930703
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560817345
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Turlington and Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1697
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lexington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0272931697
ReturnHeader/PreparerPersonGrp/PhoneNum03362496856
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Matthew Copley
ReturnHeader/ReturnTs02016-07-07T13:42:15-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$161,986
Liabilities
$21,197
Net assets
$140,789
Revenue
$493,109
Expenses
$494,838
Net income
-$1,729
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.33$0.16$0.17$2.01$2.19$0.18
2023Detailed filing. Detailed filing data is available for this year.$0.55$0.20$0.35$2.06$2.50$0.43
2022Detailed filing. Detailed filing data is available for this year.$0.80$0.01$0.78$2.39$2.45$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.88$0.04$0.84$2.13$2.21$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.95$0.03$0.92$2.30$2.36$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.03$0.05$0.98$2.22$1.71$0.51
2018Detailed filing. Detailed filing data is available for this year.$0.53$0.06$0.47$1.98$1.65$0.33
2017Detailed filing. Detailed filing data is available for this year.$0.22$0.08$0.14$1.03$1.07$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.21$0.03$0.18$0.59$0.55$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.16$0.02$0.14$0.49$0.49$0.00